SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 799 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,343,312 | -2.6% | 85,835 | +0.8% | 0.22% | -1.3% |
| Q2 2023 | $4,457,732 | +4.7% | 85,120 | -3.3% | 0.22% | +0.9% |
| Q1 2023 | $4,256,411 | +7.5% | 87,997 | +0.4% | 0.22% | +10.4% |
| Q4 2022 | $3,959,155 | +1.5% | 87,689 | -4.8% | 0.20% | +5.8% |
| Q3 2022 | $3,901,000 | -6.5% | 92,132 | -1.3% | 0.19% | -5.0% |
| Q2 2022 | $4,173,000 | -18.5% | 93,374 | -1.7% | 0.20% | -28.5% |
| Q1 2022 | $5,119,000 | -11.8% | 95,021 | +86.4% | 0.28% | -9.4% |
| Q4 2021 | $5,801,000 | +24.5% | 50,968 | +13.7% | 0.31% | +13.1% |
| Q3 2021 | $4,659,000 | -0.5% | 44,810 | -0.5% | 0.27% | +3.4% |
| Q2 2021 | $4,682,000 | +3.5% | 45,027 | -4.4% | 0.26% | -8.3% |
| Q1 2021 | $4,524,000 | +1.5% | 47,123 | -3.8% | 0.29% | -4.9% |
| Q4 2020 | $4,455,000 | +12.7% | 48,976 | -0.1% | 0.30% | -1.6% |
| Q3 2020 | $3,954,000 | +8.2% | 49,043 | -0.6% | 0.31% | -9.1% |
| Q2 2020 | $3,656,000 | -3.8% | 49,326 | -20.5% | 0.34% | -9.1% |
| Q1 2020 | $3,799,000 | -23.7% | 62,039 | -4.2% | 0.37% | -18.9% |
| Q4 2019 | $4,976,000 | +13.5% | 64,755 | +4.8% | 0.46% | +17.3% |
| Q3 2019 | $4,385,000 | +2.5% | 61,773 | +1.3% | 0.39% | +10.1% |
| Q2 2019 | $4,279,000 | -5.9% | 60,990 | -9.3% | 0.36% | -3.8% |
| Q1 2019 | $4,546,000 | +8.6% | 67,251 | -4.2% | 0.37% | +17.0% |
| Q4 2018 | $4,186,000 | -16.3% | 70,169 | -2.5% | 0.32% | -25.9% |
| Q3 2018 | $5,004,000 | -15.9% | 71,974 | -21.4% | 0.43% | -15.9% |
| Q2 2018 | $5,949,000 | -7.1% | 91,536 | -9.8% | 0.51% | -8.9% |
| Q1 2018 | $6,404,000 | +799.4% | 101,514 | +809.1% | 0.56% | +167.5% |
| Q4 2017 | $712,000 | -92.3% | 11,166 | -92.8% | 0.21% | -73.1% |
| Q3 2017 | $9,282,000 | -18.5% | 154,593 | -21.6% | 0.78% | -21.5% |
| Q2 2017 | $11,392,000 | -6.6% | 197,194 | -9.1% | 0.99% | -4.6% |
| Q1 2017 | $12,202,000 | +5.2% | 216,847 | -0.5% | 1.04% | -1.1% |
| Q4 2016 | $11,603,000 | +3.1% | 217,857 | -0.1% | 1.05% | -6.2% |
| Q3 2016 | $11,259,000 | +24.7% | 218,105 | +19.1% | 1.12% | +31.4% |
| Q2 2016 | $9,031,000 | -26.3% | 183,153 | -27.0% | 0.85% | -27.0% |
| Q1 2016 | $12,253,000 | +4901.2% | 250,879 | +4771.4% | 1.17% | +5745.0% |
| Q3 2015 | $245,000 | -3.2% | 5,150 | +0.2% | 0.02% | -20.0% |
| Q2 2015 | $253,000 | – | 5,138 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 7,951,404 | $336,742,000 | 46.13% |
| Adams Wealth Management | 2,747,171 | $116,343,000 | 43.55% |
| Campbell Wealth Management | 4,365,922 | $184,897,000 | 26.72% |
| Kolinsky Wealth Management, LLC | 451,001 | $19,100,000 | 23.93% |
| HBK Sorce Advisory LLC | 8,223,597 | $348,269,000 | 23.31% |
| Koss-Olinger Consulting, LLC | 3,093,644 | $131,016,000 | 22.28% |
| MONEYWISE, INC. | 641,901 | $27,185,000 | 22.18% |
| Northwest Quadrant Wealth Management, LLC | 1,440,697 | $61,014,000 | 20.01% |
| APPLETON GROUP, LLC | 161,743 | $6,850,000 | 19.56% |
| BlueSky Wealth Advisors, LLC | 1,989,326 | $84,248,000 | 19.55% |